IWeb Provider Recruitment and Tracking Module User Guide

State Workflows

Each state's workflow is different. Below are example workflows for three different states.

Louisiana

Actual #	#	Activity	Days Until Due	Follow-Up	Access Level	Predecessor	Default Value
34	1	Introductory Call	7		Organization (IRMS)	Organization created	phone
35	2	Send Enrollment Packet / Contract	7	Yes	Organization	1	mail
36	5	Schedule Visit Demo		Yes	Organization	1	phone
37	3	Receive Completed Form	21	Yes	Organization	2	mail
39	8	Set Up User Accounts	3		Organization	3	none
40	9	Contact about Training	7		Facility	8	phone
41	10	Conduct Training			Facility	9	visit
42	11	Post Enrollment Follow-Up	30		Facility	10	phone
43	12	QA Follow-Up	30		Facility	10	phone
46		General Contact			Organization		phone

Washington

Actual #	#	Activity	Days Until Due	Follow-Up	Access Level	Predecessor	Default Value
19	1	Introductory Call	7		Organization (IRMS)	Organization created	phone
20	2	Send Enrollment Packet / Contract	7	Yes	Organization	1	mail
21	5	Schedule Visit Demo		Yes	Organization	1	phone
22	3	Receive IRMS Form	21	Yes	Organization	2	mail
23	4	Receive Contract	21		Organization	2	mail
26	8	Set Up User Accounts	3		Organization	4	none
27	9	Contact about Training	7		Facility	8	phone
28	10	Conduct Training			Facility	9	visit
29	11	Post Enrollment Follow-Up	30		Facility	10	phone
30	20	Send Contract to DOH	7		Organization	4	mail
31	21	Receive Contract from DOH	7		Organization	20	mail
32	23	Send Copy to Provider	7		Organization	21	mail
33		General Contact			Organization		phone
34		Data Export Contact			Organization

West Virginia

#	Activity	Follow-Up	Days Until Due	Access Level	Create Status	Predecessor	Auto_Generate_ID
1	Initial Contact	Yes	14	Organization (IRMS), Facility	3
2	New Site Created					Create Facility
3	Site Deferred	Yes	30	Organization, Facility	3
4	Schedule Training		14	Organization, Facility, User (maybe)	1	Create Facility
5	Receive Fax Back			Organization	1		6
6	Receive Provider Agreement			Facility	1		4
7	Send Enrollment Packet		14	Organization	1	Create Organization (IRMS)	5
8	User ID Assigned			Organization, Facility, User	3
9	Site Submitting Data			Organization, Facility	3
10	Other			Organization, Facility, User
11	Send Manual Entry Form	Yes	14	Organization	1	Create Manual Organization
12	Site Declined			Organization	3
13	Training No-Show	Yes	0	User	3
14	Upcoming Training	Yes	0	User	3
15	Training Attended	Yes	14	User	3		4
16	Trained - Not Reporting			Organization	1
17	Training Cancelled	Yes	0	User	3
18	User Group Attended	Yes	60	User	3

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